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• Zoho Desk View Open Tickets and Open Shared Tickets

  Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).

• Survey isn't Sending

  I have published my survey and uploaded my distribution list, which is within the limits of the plan I have. I cannot get it to send, despite repeated attempts. I'm beyond frustrated. Has anyone encountered this problem and how did you fix it?

• Contacts are imported successfully but ignored when I send a campaign (due to non-marketing type)

  Can someone please help, When we sent a campaign yesterday, we received the following message: "The number of contacts from the selected mailing lists are 161. We have ignored 11 contacts due to its non-marketing type." So only 150 people got the message.

• Problem: New Email Consistently Failing to Sync/Display in Inbox

  Recently, I have noticed that my Zoho Email inbox does not indicate I've received a new email, until I go to *another* folder and then return to the inbox. Only then will new emails be displayed. This has happened 100% of the time, during the past few

• Campaing on hold for more than a week

  As someone with an existing site, I use Brevo to send newsletters to my users. Decided to tryout Zoho only for my first campaign to be placed on hold. Tried reaching out to support, but no response. Zoho Campaigns claims that my domain is new and the

• Stop by and explore our six updates in ABM for Zoho CRM

  Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteria

• CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

  Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

• Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?

  We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?

• Zoho CRM Community Digest - March 2026 | Part 2

  Hello Everyone! The second half of March 2026 arrived with a wave of announcements, from AI becoming more intuitive to security authorization protocols getting tighter, and a few community threads that quietly solved problems a lot of you have likely

• Cross-Project Resource Capacity Planning View for All Users

  Zoho Projects has a workload and resource utilization view, but it is scoped per project. There is no native way for a manager to see a single view of how a team member is allocated across ALL active projects simultaneously. This means that when assigning

• SMTP and API

  I cannot acess my account as its says "Access Denied". I have contacted on support@zeptomail.com. But no response.

• Free Webinar Alert! Zoho Mail: An admin’s guide to email security reports and monitoring

  Hello Zoho Community! Are you struggling to keep track of your organization’s email activity? Wondering how to stay ahead of potential security threats? We’ve got a session you won’t want to miss. In our Zoho Mail: An admin’s guide to email security reports

• Pinned important comments and threads in tickets

  Hello everyone, We are happy to announce that users can now pin important comments and threads in a ticket. This feature helps agents quickly access the customer's requirements and stay updated on the latest developments to ensure they have up-to-date

• How we reduced manual ops using Zoho One (real use case)

  Hey community 👋 Sharing a quick use case - A growing business had disconnected systems across CRM, inventory, and storefront, leading to manual data entry, no real-time stock visibility, and limited reporting. What we did: Centralized data with Zoho

• Introducing SlyteUI : From Idea to a Working Interface in Minutes

  SlyteUI is now live across all DCs as of 4th May 2026! Hello everyone! Are you spending hours building basic UIs? Does even the smallest customization feel like a major task? CRM customization should feel intuitive and straightforward, not time consuming

• How to install Widget in inventory module

  Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

• Inbuilt Telephony

  How do I replace InBuilt telephony with a custom PhoneBridge widget that's privately published in the Developer Console? I want to gain the usage of the telephone icon on the leads module in ZOHO CRM.

• Zia flags the deal as at risk - but leaves my customers figuring out the rest themselves

  I implement Zoho for many businesses. Team sizes vary, some clients have 3 reps, some have 40. But I keep hearing the same complaint across all of them and I figured it's worth raising here. Zia's deal scoring has genuinely improved over the past year.

• Calculate Hours Minutes Sec in Zoho Creator Using Deluge

  check_In = "8-Aug-2023 10:00:00".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong(); //difference = start.timeBetween(end); check_In = "8-Aug-2023 17:56:50".toDateTime().toLong(); checkout = "8-Aug-2023 18:00:00".toDateTime().toLong();

• Customizing Global Search Settings for All Users

  Hi Our team use the brilliant global search functionality within CRM many many times daily. But, we struggle with the out-of-the box columns that CRM gives you. We are always telling users to customize this look to more suit our business, to show the

• favorites no longer listed

  Hello, I can no longer navigate to my Favorites from the pulldown at the top of my grid view (see attached screenshot). I wasn't able to find it anywhere! Please help me display my Favorites. Thank you!

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

• Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

  Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

• The Zoho Books client portal is good but it stops just short of being genuinely useful

  I set up Zoho Books for quite a few Companies. And honestly the client portal is one of the features I always demo because it looks great on the surface. Clients love the idea of it. But then a few months into going live, I start getting the same feedback.

• How can I remove a Partner!?

  Hi Im trying to remove a partner. He added himself the CRM. He's now no part of the project and Im trying to remove him asap, but the screen wont let me as I dont know what the Partner ID is! Moderation Update: The request to untag/remove a partner from

• Zoho CRM Sales Targets for Individual Salespeople

  Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

• Cadence not stopping on reply (in some cases) – anyone else?

  Hi everyone, we’ve noticed that in a few cases, Cadences don’t stop even though the contact replied (setting “stop on reply” is active). It works fine most of the time, but occasionally the reply is visible in CRM without stopping the Cadence. Our assumption

• Is it possible to create cross-module rules without code?

  Before requesting this as a request, I want to be sure that there isn't a way to do it that I'm not aware of. What I mean by cross-module rule is: like a rule, but the trigger is in one record and the action is another, related record. Easy example: when

• Standardize your booking forms with Centralized Customer Form

  We’re excited to introduce Centralized Customer Form, a new way to manage and standardize how customer information is collected across your event types. With this feature, you can define a common set of booking form fields once and apply them across your

• Cannot edit articles in Zoho Learn

  Our users have recently noticed that there are certain manuals where we cannot edit any of the articles. Even the user who created the article cannot edit. I have an admin profile and I am also unable to edit the articles. Is this an ongoing bug? Kindly

• Emails to Hotmail not being delivered

  For the last 2 days, every hotmail and MSN email have not been delivered. Anyone else having this issue?

• Translation from Chinese (Simplified) to Chinese (Traditional) is not working. It randomly translated. Google Translate accurately but zoho translate is not working at all

  Hi friends, The newly added language for translation. https://www.zoho.com/deluge/help/ai-tasks/translate.html "zh" - Chinese "zh-CN" - Chinese (Simplified) "zh-TW" - Chinese (Traditional) my original text: 郑这钻 (and it is zh-CN) translated traditional

• Pricing Query - Zoho Contracts

  Query about pricing: I am wondering if we need users from the organization to sign, do they need to be registered as users? And thus consume a license? They will literally not use the system for anything else. Just to read the contract once completed

• Agent Ticket awareness

  I am trying to develop a system in desk that posts a comment every time a new ticket is opened. The goal is to alert agents of other open tickets. And make them aware of recently closed tickets. I have tried flow and work flow. I can get a comment to

• Automation #7 - Auto-update Email Content to a Ticket

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

• Add bulk ticket merge functionality in Zoho Desk

  Hi Zoho Team, We would like to request a feature that allows agents to merge multiple tickets in bulk instead of merging them one by one. Current Limitation At the moment, tickets can only be merged individually. This becomes very time-consuming when

• Secure your help center profile with Multi-Factor Authentication (MFA)

  Hello everyone, With the rise in security breaches and compromised passwords, keeping your account secure has become more challenging. To address this and enhance security of the help center, businesses can enable Multi-Factor Authentication (MFA) for

• Add Support for Authenticator App MFA in Zoho Desk Help Center

  Hello Zoho Desk Team, We hope you are doing well. We would like to request an enhancement related to security for the Zoho Desk Help Center (customer portal). Currently, the Help Center supports MFA for portal users via SAML, JWT, SMS authentication,

• Improved RingCentral Integration

  We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

• Non-depreciating fixed asset

  Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

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